2023 Form 5500 filing — Ufcw Intl Sav & Ret Plan For Chartered Local Bodies Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250217083955NAL0001678641005) for Ufcw Intl Sav & Ret Plan For Chartered Local Bodies Trust Fund, reported by United Food And Commercial Workers International Union under EIN 53-0220586 and plan number 005. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217083955NAL0001678641005
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- United Food And Commercial Workers International Union
- EIN
- 53-0220586
- Plan number
- 005
- Location
- Washington, DC
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,363,671
- Net assets (EOY)
- $148,363,671
- Total income / additions
- $19,429,859
- Administrative expenses
- $8,271
- Total expenses
- $8,271
- Net increase / (decrease)
- $19,421,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Oper Co Inc | RECORDKEEPER | $8,269 | $0 |